Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MGB WEALTH MANAGEMENT LLC | 08-12-2024 | 06-30-2024 | 277 | 267,403,938 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 101 | $621,115 | 3,992 | 0.00 | 0.00 | -505 | -11.23 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | ENERGY EXPLORATI | 102 | $618,141 | 18,710 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NEXTERA ENERGY INC | COM | 103 | $607,278 | 8,015 | 0.00 | 0.00 | 1,643 | 25.78 | 06-30-2024 |
| ISHARES TR | SELECT DIVID ETF | 104 | $602,068 | 4,815 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
